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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17 | $52,293-100.0% | $178,503-100.0% | $73,412-100.0% |
| Participation rate | 92.0% | 65.3%+26.6pp | 81.9%+10.1pp | 72.2%+19.8pp |
| Annual return | -139.89% | 34.75%-174.6pp | 151.12%-291.0pp | 59.30%-199.2pp |
| Employer contribution / active EE | $7,392 | $1,736+325.7% | $5,011+47.5% | $2,234+230.9% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |